Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OFOS 2.81%
2 CBSE 2.53%
3 PXJ 2.52%
4 CBLS 2.28%
5 PSCE 2.08%
6 XES 1.64%
7 OIH 1.63%
8 PXI 1.50%
9 IEZ 0.97%
10 XSVM 0.72%
11 RZG 0.64%
12 FYT 0.56%
13 SFLO 0.56%
14 CAFG 0.53%
15 BOTZ 0.48%
16 DSMC 0.44%
17 CCNR 0.44%
18 IWC 0.43%
19 SQLV 0.41%
20 DWAS 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.64M (16.77%) 272.63K
Increased by +1.15%
Dec 31, 24
2 Vanguard Group Inc 14.05M (9.97%) 343.67K
Increased by +2.45%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 10.76M (7.63%) -147.94K
Decreased by -1.37%
Dec 31, 24
4 State Street Corp 6.89M (4.89%) 229.62K
Increased by +3.33%
Dec 31, 24
5 State Street Corporation 6.58M (4.66%) -199.49K
Decreased by -3.03%
Mar 31, 24
6 Pacer Advisors, INC. 6.55M (4.64%) 923.48K
Increased by +14.11%
Dec 31, 24
7 American Century Companies Inc 4.73M (3.35%) 437.81K
Increased by +9.26%
Dec 31, 24
8 Encompass Capital Advisors LLC 4.10M (2.91%) 1.63M
Increased by +39.84%
Dec 31, 24
9 Wellington Management Company LLP 3.28M (2.33%) 396.67K
Increased by +12.09%
Dec 31, 24
10 Geode Capital Management, LLC 3.25M (2.31%) -35.14K
Decreased by -1.08%
Dec 31, 24
11 Millennium Management LLC 3.15M (2.23%) -126.77K
Decreased by -4.02%
Jun 30, 24
12 Systematic Financial Management LP 2.91M (2.06%) 425.07K
Increased by +14.63%
Dec 31, 24
13 ExodusPoint Capital Management, LP 2.49M (1.77%) 2.44M
Increased by +98.17%
Sep 30, 23
14 Balyasny Asset Management LLC 2.47M (1.75%) 1.93M
Increased by +78.09%
Dec 31, 24
15 ING Investment Management LLC 2.47M (1.75%) -531.27K
Decreased by -21.55%
Dec 31, 24
16 Principal Financial Group Inc 2.44M (1.73%) 378.39K
Increased by +15.49%
Dec 31, 24
17 Bank of New York Mellon Corp 2.41M (1.71%) -70.64K
Decreased by -2.93%
Sep 30, 23
18 Ameriprise Financial Inc 2.34M (1.66%) -36.47K
Decreased by -1.56%
Jun 30, 24
19 Van Eck Associates Corporation 2.33M (1.65%) 169.54K
Increased by +7.28%
Dec 31, 24
20 Charles Schwab Investment Management Inc 2.19M (1.55%) 79.20K
Increased by +3.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.84M (6.27%) 6.12K
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.53M (3.21%) 6.18K
Increased by +0.14%
Feb 28, 25
3 Avantis US Small Cap Value ETF 4.27M (3.03%) 2.02K
Increased by +0.05%
Mar 29, 25
4 iShares Russell 2000 ETF 3.79M (2.69%) -32.84K
Decreased by -0.87%
Mar 31, 25
5 VanEck Oil Services ETF 2.51M (1.78%) -105.87K
Decreased by -4.21%
Mar 29, 25
6 DFA US Small Cap Value I 2.27M (1.61%) -127.54K
Decreased by -5.61%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.16M (1.53%) 3.50K
Increased by +0.16%
Feb 28, 25
8 Vanguard Small Cap Index 1.84M (1.31%) 1.54K
Increased by +0.08%
Feb 28, 25
9 Columbia Acorn Inst 1.71M (1.21%) 0.00
Increased by 0.00%
Aug 31, 24
10 Global X Robotics & Artfcl Intllgnc ETF 1.67M (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
11 Voya Small Cap Growth (Portland) 1.61M (1.14%) 499.79K
Increased by +30.98%
Sep 30, 24
12 Orbis SICAV Global Bal Instl Inv 1.53M (1.09%) -256.07K
Decreased by -16.70%
Sep 30, 24
13 BNP Paribas US Small Cap Classic R 1.50M (1.06%) 105.91K
Increased by +7.07%
Feb 28, 25
14 Pacer US Small Cap Cash Cows 100 ETF 1.48M (1.05%) -9.70K
Decreased by -0.65%
Mar 31, 25
15 Fidelity Small Cap Index 1.41M (1.00%) -26.40K
Decreased by -1.87%
Jan 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.40M (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
17 Fidelity® Small Cap Index 1.38M (0.98%) 36.06K
Increased by +2.61%
Oct 31, 23
18 DFA US Targeted Value I 1.36M (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
19 Voya Small Cap Growth 1.34M (0.95%) -275.27K
Decreased by -20.57%
Dec 31, 24
20 Voya Small Cap Growth I 1.34M (0.95%) -313.43K
Decreased by -23.42%
Dec 31, 24